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Jill Vilkama

Chief Compliance Officer at Birchwood Financial Partners in Bloomington, MN

Investment adviser registrationUpdated

Jill Vilkama is Chief Compliance Officer of Birchwood Financial Partners, Inc., an investment adviser managing $853M, and works from its Bloomington, MN office. Jill Vilkama has been registered as an investment adviser representative through Birchwood Financial Partners since 10 March 2021, has 5 years in the industry across 1 firm and has passed the Series 65.

5
Years in industry
5
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jill Vilkama has been Chief Compliance Officer of Birchwood Financial Partners since February 2021, is a control person of the firm and directly owns under 5% of it.

Birchwood Financial Partners, Inc. is a Bloomington, MN firm with $853M under management, 763 clients and 10 advisers in one office, as of its March 2026 filing.

  1. Birchwood Financial Partners, Inc.Current
    – present · 5 years
    Bloomington, MN · Adviser representative · Firm CRD 169962

Credentials and registrations

Investment adviser representative registrations

Jill Vilkama is registered as an investment adviser representative in 2 states. Each was approved in March 2021.

  • MinnesotaSince 10 March 2021
  • TexasSince 10 March 2021

Examinations

Series 651 February 2021
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jill Renee Vilkama
CRD
7344306
Firm
Birchwood Financial Partners · CRD 169962
Role
Chief Compliance Officer
Office
5601 GREEN VALLEY DR., SUITE 600, Bloomington, MN 55437
Registration
Investment adviser registration
In the industry since
March 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jill Vilkama work?

Jill Vilkama has been Chief Compliance Officer of Birchwood Financial Partners, Inc. since February 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 4 March 2026

Is Jill Vilkama a financial advisor?

Yes. Jill Vilkama has a current investment-adviser registration in Minnesota and Texas, through Birchwood Financial Partners since March 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jill Vilkama have?

Jill Vilkama has 5 years in the financial industry, since March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jill Vilkama passed?

Jill Vilkama passed the Series 65 in February 2021.

Source: IAPD individual record, checked 22 October 2026

Where is Jill Vilkama based?

Jill Vilkama’s registered office is in Bloomington, MN.

Source: IAPD individual record, checked 22 October 2026

Is Jill Vilkama registered with FINRA?

No. Jill Vilkama has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jill Vilkama’s record?

Search CRD 7344306 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jill Vilkama’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Birchwood Financial Partners

Sources

  1. IAPD individual record, CRD 7344306, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Birchwood Financial Partners, Inc., filed 4 March 2026. Title, control and ownership bands.
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